TURN YOUR EXPERTISE INTO IMPACT

The Exit Planning Summit, brought to you by the Exit Planning Institute, is the annual premier exit planning event, bringing in advisors from across the globe for three days of education, networking, and connection. Offering a variety of workshops, sessions, socials, and more, the Summit is the perfect opportunity to continue your journey to best-in-class. 

Professional advisors looking to develop deep and meaningful relationships, advance their knowledge, and drive best practices. The Exit Planning Summit provides an exclusive opportunity to connect face-to-face with the exit planning community and tap into the vast thought leadership and influential power.  

No. The Exit Planning Summit is for professionals across the business advisory ecosystem, including both new CEPAs and advisors who are otherwise new to exit planning. Whether you’re looking to deepen expertise, expand your network, or understand business owner clients better, there’s something for you at the Exit Planning Summit.  

Yes. The Exit Planning Summit offers opportunities to earn continuing education (CE) credits through qualifying session. The Exit Planning Summit is eligible for 15 Value Acceleration Knowledge Hours. Further CE requirements and eligible credits vary by credential and sessions. Attendees are encouraged to review their current CE information as they plan their Exit Planning Summit experience.  

The Exit Planning Summit brings together the full advisory ecosystem around the shared focus of helping business owners grow value and achieve more significant outcomes. The Exit Planning Summit creates space for advisors across disciplines to learn together and exchange ideas, building the type of connections that will create a more collaborative industry. Attendees can plan to leave with new relationships, new ideas, and renewed passion for value growth.